Plaid Identity Verification
Instructions
We may ask you to complete an identity verification through Plaid for an ACH deposit or a Canadian EFT transaction. Once you have set up your ACH deposit, follow the steps below.
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After selecting Link a New Bank Account, you will be prompted to verify your bank via Plaid. Click Connect Account.
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A pop-up will appear. Press Continue.
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Select the institution you would like to use to verify your identity.
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Enter your login credentials for the institution and press Submit.
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A confirmation screen will populate.
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Press Continue to finish linking your account. You can then make a deposit.
Additional Resources
Learn About Funding in the Portal at IBKR Campus
Visit the IBKR Client Portal Website